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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,380 | $154,228-93.9% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 66.37% | 74.59%-8.2pp | 66.58%-0.2pp | 220.34%-154.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,450 | $8,216-58.0% | $7,897-56.3% | $6,407-46.2% |
| Admin fee / account holder | $1,267 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |